Civic Intelligence

Michael and Nancy Berman Family Foundation

EIN 83-1833501 • Wilmington, DE

Pub. 78 Eligible
Foundation Source 501 Silverside RdWilmington, DE 19809-1377
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

63rd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

<$500k nonprofits • Source year 2024

Liabilities / Revenue

66th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

<$500k nonprofits • Source year 2024

Net Margin

80th percentile

28%

Higher net margin than 80% of similar nonprofits.

<$500k nonprofits • Source year 2024

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

<$500k nonprofits • Source year 2024

Asset Growth

59th percentile

1.3%

Faster asset growth than 59% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

48th percentile

-3.2%

Faster revenue growth than 48% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets63rd percentile

Assets

Up

$383,667

Up $5,003 (+1.3%) from 2023

Liabilities

Down

$0

Down $1 (-100%) from 2023

Net Assets

Up

$383,667

Up $5,003 (+1.3%) from 2023

Operations
Liabilities / Revenue66th percentileNet Margin80th percentile

Revenue

Down

$17,709

Down $589 (-3.2%) from 2023

Expenses

Down

$12,706

Down $22,118 (-64%) from 2023

Net Income

Up

$5,003

Up $21,529 (+130%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth59th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$800K$600K$400K$200K$0Assets 2019: $456,022Liabilities 2019: $1Net Assets 2019: $456,0222019Assets 2020: $610,577Liabilities 2020: $1Net Assets 2020: $610,5772020Assets 2021: $532,089Liabilities 2021: $1Net Assets 2021: $532,0892021Assets 2022: $395,190Liabilities 2022: $1Net Assets 2022: $395,1902022Assets 2023: $378,664Liabilities 2023: $1Net Assets 2023: $378,6642023Assets 2024: $383,667Liabilities 2024: $0Net Assets 2024: $383,6672024

Highlighted filing

2024

Assets$383,667
Liabilities$0
Net Assets$383,667
Open 2024 Filing

Operations Trend

Revenue Growth48th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$300K$200K$100K$0-$100K-$200KRevenue 2019: $8,767Expenses 2019: $48,121Net Income 2019: -$39,3542019Revenue 2020: $202,992Expenses 2020: $48,437Net Income 2020: $154,5552020Revenue 2021: $4,369Expenses 2021: $82,857Net Income 2021: -$78,4882021Revenue 2022: $5,704Expenses 2022: $142,603Net Income 2022: -$136,8992022Revenue 2023: $18,298Expenses 2023: $34,824Net Income 2023: -$16,5262023Revenue 2024: $17,709Expenses 2024: $12,706Net Income 2024: $5,0032024

Highlighted filing

2024

Revenue$17,709
Expenses$12,706
Net Income$5,003
Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$383,667
Liabilities
$0
Net assets
$383,667
Revenue
$17,709
Expenses
$12,706
Net income
$5,003
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.84$0.00$3.84$0.18$0.13$0.05
2023Detailed filing. Detailed filing data is available for this year.$3.79$0.00$3.79$0.18$0.35$0.17
2022Detailed filing. Detailed filing data is available for this year.$3.95$0.00$3.95$0.06$1.43$1.37
2021Detailed filing. Detailed filing data is available for this year.$5.32$0.00$5.32$0.04$0.83$0.78
2020Detailed filing. Detailed filing data is available for this year.$6.11$0.00$6.11$2.03$0.48$1.55
2019Detailed filing. Detailed filing data is available for this year.$4.56$0.00$4.56$0.09$0.48$0.39
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 6, 2025
Return Version
2024v5.1
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Erin Elizabeth BermanVP-$0--
Kacie Ro BermanVP-$0--
Michael BermanDir, Pres-$0--
Nancy BermanDir, Sec, Treas-$0--
Filing and Contact Details

Filer

Filer Name
The Michael & Nancy Berman Family Foundation
EIN
83-1833501
In Care Of
% Foundation Source
Phone
8008391754
Address
Foundation Source 501 Silverside Rd, Wilmington, DE 19809-1377

Signing Officer

Name
Michael Berman
Title
President
Phone
8008391754
Signed
2025-05-06
Discuss with paid preparer
Yes

Preparer

Firm
Foundation Source
Address
3333 New Hyde Park Rd Ste 406, New Hyde Park, NY 11042
Preparer
Jeffrey D Haskell
Phone
8008391754
Raw XML Appendix246 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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ReturnHeader/BuildTS02025-03-06 01:10:19Z
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ReturnHeader/BusinessOfficerGrp/PersonNm0MICHAEL BERMAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum08008391754
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-06
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0The Michael & Nancy Berman Family Foundation
ReturnHeader/Filer/BusinessNameControlTxt0MICH
ReturnHeader/Filer/EIN0831833501
ReturnHeader/Filer/InCareOfNm0% Foundation Source
ReturnHeader/Filer/PhoneNum08008391754
ReturnHeader/Filer/USAddress/AddressLine1Txt0Foundation Source 501 Silverside Rd
ReturnHeader/Filer/USAddress/CityNm0Wilmington
ReturnHeader/Filer/USAddress/StateAbbreviationCd0DE
ReturnHeader/Filer/USAddress/ZIPCd0198091377
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Foundation Source
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03333 New Hyde Park Rd Ste 406
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0New Hyde Park
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd011042
ReturnHeader/PreparerPersonGrp/PhoneNum08008391754
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Jeffrey D Haskell
ReturnHeader/ReturnTs02025-05-13T08:24:40-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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